Mobile app
Menu reference for the phone
Every place in the Android app, in the order the app shows them. “Who sees it” is the rule the app follows; your company decides which roles hold which permissions, so see Roles on the phone for examples.
The tabs
Section titled “The tabs”| Tab | What it is for | Who sees it | Guide |
|---|---|---|---|
| Home | What changed since you last looked, alerts that fired, Favorites, Recent Dashboards, Frequently opened, Metrics you follow; Search and the workspace switcher | Everyone | Get started |
| Library | Everything you can open, in segments | Roles that may open at least one segment | Library |
| Notifications | Alerts, mentions, shares, deliveries, digests and story changes; Alert rules | Roles that may view alerts; Alert rules for roles that may create them | Notifications |
| Account | Profile, accounts, workspace, Workspace tools, password, two-factor, passkey, sessions, sign out; the gear opens Settings | Everyone | Account & settings |
On a tablet or a wide screen the tabs move to a rail on the left.
Library segments
Section titled “Library segments”| Segment | What it holds | Who sees it | Guide |
|---|---|---|---|
| Dashboards | Every dashboard you can open; search, sort, All, Favorites, Shared with me, Certified, cards or list | Roles that may view dashboards | Dashboards |
| Stories | Stories you may read; search, filters, review status | Roles that may read stories | Stories |
| Presentations | Decks shared with you; present, use the phone as a remote | When your company has presentations turned on, for roles that may read them | Presentations on your phone |
| Reports | Reports and paginated reports; Saved report copies | Roles that may view reports | Reports |
| Metrics | Governed metrics with their value and change | Roles that may view metrics | Metrics |
| Offline | Dashboards kept on the phone | Roles that may view dashboards, when your organization allows offline copies | Keep a dashboard offline |
Screens you open from a list
Section titled “Screens you open from a list”| Screen | Opened from | What you can do | Stays on the web |
|---|---|---|---|
| Dashboard | Library, Home, Search, a notification, a link, a QR code | Filters, Pages, Views, Share (Share as image, Share a link, Export), More, card actions, Email me this dashboard, keep offline (Dashboards) | Building and editing |
| Metric | Library › Metrics, Home, Search | Value, change, trend, governance; Create alert rule, a metric digest | Defining metrics |
| Alert rule | Notifications › Alert rules, Home | Details, pause, snooze for you, edit, delete | Rules authored on the web are edited there |
| Report | Library › Reports, Search | Pages, values, Read data, Compare changes, Export report, Export history, Email me this report | Writing reports |
| Story | Library › Stories, Search, a notification | Read, filters, comments, suggestions, review, follow | Writing and publishing stories |
| Search | Home | One search over dashboards, metrics, reports and stories; Scan a QR code | |
| Ask AI | Home, Search, a metric, an alert, a dashboard | Ask questions of your data, when AI is turned on for your role (AI chat on mobile) | |
| Settings | Account › gear | Appearance, App lock, Notifications, Offline content | |
| Sign in on another device? | The web’s sign-in QR code or link | Approve a browser sign-in (Get started) |
Workspace tools
Section titled “Workspace tools”Account › Workspace tools holds the web’s data, operations and administration pages, each behind the same menu permission as on the web. A company admin sees every page. Actions are offered only to roles that may take them, and every action asks first. See Workspace tools.
| Page | What it is for | On the phone | Stays on the web |
|---|---|---|---|
| Data sources | Connections, their status and schemas | Read; Delete | Adding a source, changing its connection |
| Data models | Tables, measures and relationships | Read | Building and changing models |
| SQL | Run a read-only query or open a saved one | One SELECT at a time, up to 200 rows shown |
Saving queries, the schema browser, exports, the visual query builder (Continue on the web) |
| Data quality | Scores and open issues | Mark fixed, Ignore | Tests and profiling |
| Catalog | The assets you can open, their owner and certification | Read, up to 500 | Searching every asset, ownership, domains, glossary, lineage |
| Blends | Data joined across sources | Read | Building, editing and running (Continue on the web) |
| Warehouse | Datasets in the managed warehouse | Read; shown when your licence includes the Warehouse | Importing, refreshing, scheduling, deleting (Continue on the web) |
Operations
Section titled “Operations”| Page | What it is for | On the phone | Stays on the web |
|---|---|---|---|
| Logs | Rows of a log table over a time window | Read up to 200 rows | Filters, live tail, alerts on a search |
| Recovery center | Deleted items you can still restore | Restore | How long items are kept |
| Pipelines | Status and recent runs | Run now | Building and scheduling |
| Experience | How people use the product, in counts | Read | Each rate’s evidence and the other rates (Continue on the web) |
| Compute | Run workers, live or offline, and their load (company admins) | Read | Machines, autoscaling, the run queue (Continue on the web) |
| AI escalations | Questions the assistant handed to a person | Claim, Resolve |
Administration
Section titled “Administration”| Page | What it is for | On the phone | Stays on the web |
|---|---|---|---|
| Users | People, their roles and access | Invite, Resend invitation, Deactivate | Everything else about a person |
| Invites | Pending invitations | Invite, Resend invitation, Cancel invitation | |
| Groups | Groups and their members | Read | Creating and changing groups |
| Roles | What each role may do | Read | Creating and editing roles |
| Workspaces | Workspaces and their members | Read | Creating workspaces |
| API keys | Your keys, active or not | Deactivate, Reactivate | Creating a key |
| Audit log | Who did what, and when | Read | Filters, before-and-after, exports |
| Usage | This month’s query, refresh and storage use | Read | |
| Menu permissions | What each role may do, menu by menu (company admins) | Change a custom role’s permissions | The menu tree (Continue on the web) |
| Workspace settings | Name, time zone and date format (company admins) | Edit | Themes, brand kit, sign-in, integrations, AI, embedding (Continue on the web) |
| Deployment license | Edition, expiry and licensed cores | Read | |
| Billing | Subscription, credits and invoices | Read | |
| Plans | Your plan and what you can buy | Read | Buying or changing a plan (Continue on the web) |
| Subscriptions | Status, renewal and pending changes | Stop renewal, Resume renewal | Changing the plan or billing period (Continue on the web) |
| Payment methods | Saved cards and mandates, the next charge | Make default | Adding or removing a method (Continue on the web) |
| Billing details | Billing name, email, address and tax ID | Edit | |
| AI credits | Balance, reset date and recent use | Read | Buying credits, automatic top-ups (Continue on the web) |